Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Gets 2024 Wage Base Boost
By Melanie WaddellMore than $8,000 in additional wages are subject to the Social Security tax in 2024.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Alicia Munnell Praises DOL Rollover Rule, Blasts New Social Security 2100 ActThe CRR director once supported the long-debated bill but says a newly added provision would "cause chaos."
December 19, 2023
13 States That Don't Tax Retirement IncomePlus, 11 states tax retirees' Social Security benefits, though one will stop doing so in 2024.
December 19, 2023
Senate Confirms O'Malley as New Social Security CommissionerThe former Maryland governor has said that Social Security faces a "customer service crisis."
December 13, 2023
Gen Xers Fret About Retirement Savings GapWith limited time to catch up, worry surrounds leaving the workforce, a Schroders survey finds.
December 08, 2023
9 Questions You'll Get at Holiday Parties in 2023After a few drinks, people might start asking you about markets, investments or becoming a client.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.